+64.1%
MNST vs RMD
+68.9%
-4.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.3% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | +5.2% | +1.9% | +3.3% | +4.9% |
| 3M | -0.9% | +6.3% | -7.2% | -1.7% |
| 6M | +6.1% | +18.2% | -12.1% | +4.1% |
| YTD | +18.9% | +0.3% | +18.6% | +18.1% |
| 1Y | +29.3% | -4.3% | +33.6% | +29.0% |
| All | +64.1% | +68.9% | -4.8% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling